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Side-by-side financial comparison of AMBARELLA INC (AMBA) and ORTHOPEDIATRICS CORP (KIDS). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $61.6M, roughly 1.8× ORTHOPEDIATRICS CORP). AMBARELLA INC runs the higher net margin — -13.9% vs -16.4%, a 2.5% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 17.0%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $9.7M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 17.4%).
Ambarella, Inc. is an American fabless semiconductor design company, focusing on low-power, high-definition (HD) and Ultra HD video compression, image processing, and computer vision processors. Ambarella's products are used in a wide variety of human and computer vision applications, including video security, advanced driver assistance systems (ADAS), electronic mirror, drive recorder, driver and in-cabin monitoring, autonomous driving, and robotics applications. Ambarella's system on chips ...
OrthoPediatrics is an American bio-science company engaged in designing, developing, manufacturing, and distributing orthopedic implants and instruments for pediatric issues. It is based in Warsaw, Indiana.
AMBA vs KIDS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $61.6M |
| Net Profit | $-15.1M | $-10.1M |
| Gross Margin | 59.6% | 73.2% |
| Operating Margin | -15.0% | -13.3% |
| Net Margin | -13.9% | -16.4% |
| Revenue YoY | 31.2% | 17.0% |
| Net Profit YoY | 37.2% | 37.1% |
| EPS (diluted) | $-0.35 | $-0.43 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $108.5M | $61.6M | ||
| Q3 25 | $95.5M | $61.3M | ||
| Q2 25 | $85.9M | $61.1M | ||
| Q1 25 | $84.0M | $52.4M | ||
| Q4 24 | $82.7M | $52.7M | ||
| Q3 24 | $63.7M | $54.6M | ||
| Q2 24 | $54.5M | $52.8M | ||
| Q1 24 | $51.6M | $44.7M |
| Q4 25 | $-15.1M | $-10.1M | ||
| Q3 25 | $-20.0M | $-11.8M | ||
| Q2 25 | $-24.3M | $-7.1M | ||
| Q1 25 | $-20.2M | $-10.7M | ||
| Q4 24 | $-24.1M | $-16.1M | ||
| Q3 24 | $-34.9M | $-7.9M | ||
| Q2 24 | $-37.9M | $-6.0M | ||
| Q1 24 | $-60.6M | $-7.8M |
| Q4 25 | 59.6% | 73.2% | ||
| Q3 25 | 58.9% | 73.9% | ||
| Q2 25 | 60.0% | 72.1% | ||
| Q1 25 | 60.0% | 73.0% | ||
| Q4 24 | 60.6% | 67.5% | ||
| Q3 24 | 60.8% | 73.4% | ||
| Q2 24 | 60.9% | 77.3% | ||
| Q1 24 | 59.8% | 72.0% |
| Q4 25 | -15.0% | -13.3% | ||
| Q3 25 | -23.0% | -15.4% | ||
| Q2 25 | -30.1% | -17.4% | ||
| Q1 25 | -30.2% | -21.0% | ||
| Q4 24 | -30.9% | -26.7% | ||
| Q3 24 | -56.9% | -10.2% | ||
| Q2 24 | -72.4% | -10.7% | ||
| Q1 24 | -80.8% | -21.8% |
| Q4 25 | -13.9% | -16.4% | ||
| Q3 25 | -20.9% | -19.2% | ||
| Q2 25 | -28.3% | -11.6% | ||
| Q1 25 | -24.1% | -20.3% | ||
| Q4 24 | -29.1% | -30.5% | ||
| Q3 24 | -54.8% | -14.5% | ||
| Q2 24 | -69.6% | -11.4% | ||
| Q1 24 | -117.4% | -17.5% |
| Q4 25 | $-0.35 | $-0.43 | ||
| Q3 25 | $-0.47 | $-0.50 | ||
| Q2 25 | $-0.58 | $-0.30 | ||
| Q1 25 | $-0.48 | $-0.46 | ||
| Q4 24 | $-0.58 | $-0.70 | ||
| Q3 24 | $-0.85 | $-0.34 | ||
| Q2 24 | $-0.93 | $-0.26 | ||
| Q1 24 | $-1.51 | $-0.34 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $174.1M | $60.9M |
| Total DebtLower is stronger | — | $106.0M |
| Stockholders' EquityBook value | $590.1M | $346.6M |
| Total Assets | $751.9M | $508.6M |
| Debt / EquityLower = less leverage | — | 0.31× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $60.9M | ||
| Q3 25 | $142.7M | $57.7M | ||
| Q2 25 | $141.3M | $70.1M | ||
| Q1 25 | $144.6M | $58.8M | ||
| Q4 24 | $127.1M | $68.8M | ||
| Q3 24 | $153.9M | $76.1M | ||
| Q2 24 | $131.8M | $28.9M | ||
| Q1 24 | $144.9M | $47.7M |
| Q4 25 | — | $106.0M | ||
| Q3 25 | — | $105.3M | ||
| Q2 25 | — | $102.7M | ||
| Q1 25 | — | $77.4M | ||
| Q4 24 | — | $77.5M | ||
| Q3 24 | — | $76.9M | ||
| Q2 24 | — | $11.2M | ||
| Q1 24 | — | $11.3M |
| Q4 25 | $590.1M | $346.6M | ||
| Q3 25 | $576.5M | $349.3M | ||
| Q2 25 | $572.7M | $355.5M | ||
| Q1 25 | $561.4M | $347.1M | ||
| Q4 24 | $554.3M | $354.6M | ||
| Q3 24 | $547.6M | $370.9M | ||
| Q2 24 | $555.4M | $371.3M | ||
| Q1 24 | $559.9M | $370.6M |
| Q4 25 | $751.9M | $508.6M | ||
| Q3 25 | $706.4M | $493.5M | ||
| Q2 25 | $701.9M | $503.6M | ||
| Q1 25 | $689.0M | $470.3M | ||
| Q4 24 | $670.8M | $473.2M | ||
| Q3 24 | $650.3M | $489.3M | ||
| Q2 24 | $638.7M | $430.8M | ||
| Q1 24 | $657.7M | $437.2M |
| Q4 25 | — | 0.31× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.03× | ||
| Q1 24 | — | 0.03× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $34.3M | $10.3M |
| Free Cash FlowOCF − Capex | $31.4M | $9.7M |
| FCF MarginFCF / Revenue | 29.0% | 15.8% |
| Capex IntensityCapex / Revenue | 2.7% | 1.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-16.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $10.3M | ||
| Q3 25 | $5.5M | $-581.0K | ||
| Q2 25 | $14.8M | $-10.5M | ||
| Q1 25 | $25.4M | $-4.2M | ||
| Q4 24 | $6.6M | $-4.0M | ||
| Q3 24 | $16.7M | $-10.3M | ||
| Q2 24 | $-15.0M | $-6.1M | ||
| Q1 24 | $-4.0M | $-6.7M |
| Q4 25 | $31.4M | $9.7M | ||
| Q3 25 | $1.4M | $-3.4M | ||
| Q2 25 | $10.2M | $-13.9M | ||
| Q1 25 | $21.2M | $-8.4M | ||
| Q4 24 | $4.1M | $-4.2M | ||
| Q3 24 | $14.2M | $-11.7M | ||
| Q2 24 | $-16.1M | $-12.8M | ||
| Q1 24 | $-6.0M | $-13.2M |
| Q4 25 | 29.0% | 15.8% | ||
| Q3 25 | 1.4% | -5.6% | ||
| Q2 25 | 11.9% | -22.8% | ||
| Q1 25 | 25.3% | -16.0% | ||
| Q4 24 | 5.0% | -8.1% | ||
| Q3 24 | 22.2% | -21.4% | ||
| Q2 24 | -29.5% | -24.2% | ||
| Q1 24 | -11.6% | -29.4% |
| Q4 25 | 2.7% | 1.0% | ||
| Q3 25 | 4.3% | 4.6% | ||
| Q2 25 | 5.3% | 5.6% | ||
| Q1 25 | 5.0% | 8.1% | ||
| Q4 24 | 3.0% | 0.5% | ||
| Q3 24 | 4.0% | 2.5% | ||
| Q2 24 | 2.1% | 12.7% | ||
| Q1 24 | 3.7% | 14.5% |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMBA
| TW | $76.0M | 70% |
| Asia Pacific Other Than Taiwan | $20.2M | 19% |
| North America Other Than United States | $7.4M | 7% |
| Other | $5.0M | 5% |
KIDS
Segment breakdown not available.
